About Whit
Serving the Charlotte area, Whit provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Whit works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
I work closely with a diverse range of wealthy individuals, business owners, C-suite executives, attorneys, members of the medical community and other successful professionals. My focus is on delivering experienced guidance to help families grow and preserve their wealth, and to leave legacies for the next generation.
I bring the breadth and depth of my background to bear across both sides of the balance sheet, integrating tax-efficient and risk-managed strategies for lending, trust and estate planning, and portfolio management. I am an attentive listener who is invested in understanding my clients’ financial priorities and goals. Similar to the CFO for a family enterprise, I strive to be the first call for financial decision making. I firmly believe in the power of authentic relationships, and hold a genuine concern for my clients’ well-being.
I bring the breadth and depth of my background to bear across both sides of the balance sheet, integrating tax-efficient and risk-managed strategies for lending, trust and estate planning, and portfolio management. I am an attentive listener who is invested in understanding my clients’ financial priorities and goals. Similar to the CFO for a family enterprise, I strive to be the first call for financial decision making. I firmly believe in the power of authentic relationships, and hold a genuine concern for my clients’ well-being.
Licenses & Professional Designations
- Life Insurance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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